Product Detail

Mutual Funds

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A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.

Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Some close- ended funds also resemble exchange traded funds as they are traded on stock exchanges to improve their liquidity.

Equity Fund

Equity Fund

A private equity fund is a collective investment scheme used for making investments in various equity securities according to one of the investment strategies associated with private equity.

Debt Fund

Debt Fund

A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which the core holdings comprise fixed income investments.

Balanced Fund

Balanced Fund

A balanced fund is a mutual fund that contains a stock component, a bond component and sometimes a money market component in a single portfolio.

ELSS Fund

ELSS Fund

Investors look for investment opportunities that can help them generate wealth, get regular returns, and/or save taxes. While there are numerous investment schemes available in the market, most of them offer returns that are taxed

Small Cap Fund

Small Cap Fund

These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization).

Large Cap Fund

Large Cap Fund

Large Cap Mutual Funds are equity funds that invest a bigger proportion of their total assets in companies with a large market capitalisation. These companies are highly reputed and have an

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At SPK, we offer our services through personalized counsel, taking the time to understand each client's unique wealth management needs. Our approach is centered around empowering clients with a clear understanding of their investments, income tax planning, and the products available to them. We provide expert guidance on tax optimization strategies, ensuring clients are well-informed about their tax liabilities and opportunities for savings.

Address

SPK Finserve Private Ltd
Office Address:
Head Office:
5th Floor,4 Ganesh Chandra Avenue,
Kolkata-700 013

Branch office:
“P S ABACUS”
5th Floor, Unit 522 & 523.
NH12 Action Area IIE New Town, Kolkata 700 161

: support@spkfinserve.com
: +91 7003279100
: +91 9007057947

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